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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1851
Cedar Mountain Advisors
Oregon
$27K
CPA
1852
Cowen Prime Advisors
New York
$27K
HI
1853
Hoey Investments
Pennsylvania
$27K
AA
1854
Addison Advisors
Vermont
$27K +$21.3K +141 +239%
GEA
1855
Glen Eagle Advisors
New Jersey
$27K +$1.97K +13 +7%
JGIA
1856
Jackson Grant Investment Advisers
Connecticut
$26K
TCCM
1857
Timber Creek Capital Management
Massachusetts
$26K
GM
1858
GeoWealth Management
Illinois
$25K +$3.94K +26 +16%
FPB
1859
First PREMIER Bank
South Dakota
$24K
CQS
1860
Credential Qtrade Securities
$23.2K +$4.39K +29 +20%
AFS
1861
Annapolis Financial Services
Maryland
$23K
TFP
1862
Tilia Fiduciary Partners
North Carolina
$23K
RA
1863
Rise Advisors
New York
$21K
TSWM
1864
Tyler-Stone Wealth Management
Ohio
$21K
CAL
1865
Capital Advisors Ltd
Ohio
$21K +$1.82K +12 +9%
IFA
1866
Interactive Financial Advisors
Illinois
$20K
PCTC
1867
Perkins Coie Trust Company
Washington
$20K
TCM
1868
Tradewinds Capital Management
Washington
$20K
AWMS
1869
Advocacy Wealth Management Services
Georgia
$19K
SWM
1870
Sugarloaf Wealth Management
Georgia
$19K +$151 +1 +0.7%
CWM
1871
Cranbrook Wealth Management
Michigan
$18K -$19.1K -126 -49%
BBPWM
1872
Blue Bell Private Wealth Management
Pennsylvania
$18K
AFIA
1873
America First Investment Advisors
Nebraska
$16K
GWSG
1874
GPS Wealth Strategies Group
Colorado
$16K +$17.6K +116 New
BCA
1875
Bray Capital Advisors
Florida
$15K

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.